Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
NEHA JOSHI

NEHA JOSHI

MUMBAI

Summary

To find a responsible job opportunity where I can put my learning and skills to good use while contributing to the company’s success.

Overview

3
3
years of professional experience
1
1
Certification

Work History

HUB CREDIT RELATIONSHIP MANAGER

HDB FINANCIAL SERVICES LTD
07.2024 - Current
  • Evaluate creditworthiness of salaried ,self-employed and LAP Cases,Adhering to KYC guidelines.
  • Making Of Detail Data Entry for product and forward it to underwriting stage.
  • Consistently maintain adherence to turnaround time (TAT) standards throughout the credit evaluation process.
  • Collaborate effectively with branch credit teams and sales to resolve login file queries, ensuring smooth processing.
  • Preparation of CAM.
  • Processing of Pre-Approved & STP Cases.
  • Analyzed customer credit profiles, financial statements, and other related documents to determine eligibility for loans.
  • Working On RIC Portal.
  • TVR with customer for pre-approved cases.
  • Financial Punching.
  • Plotting GSTR-3B.
  • Fraud checking of documents.
  • Preparation of Daily MIS.

SR ASSOCIATE

ICICI BANK LTD
12.2022 - 07.2024
  • Department: Commercial Vehicle and Inventory Funding
  • PROCESS- BACKEND TEAM-SR
  • ASSOCIATE KYC check OVD
  • CIBIL Making, Checking CPCS Checking Cibil Summary
  • Banking Perfios, BSA (Banking Statement Analysis.) Pre-Loan Documents Checking
  • GSTR 3B Plotting in Excel Format
  • Plotting Financials Balance sheet, Profit and Loss statement as per schedules and Punch in DFS
  • Analysis CIBIL report and plotting Obligations in system
  • Filling Company Details of RTR
  • Recomondation,Comments, Company Background etc
  • In
  • DFS
  • Omni, 'S
  • Robo Pos.

Officer

RBL BANK LTD
06.2022 - 12.2022
  • Banking Inbound
  • PROCESS, Contact center - Service Experience Emissary Manage Inbound Calls & E-mails to service customer and make outbound calls where necessary
  • Manages expectations & other related services offered by RBL Bank to resolves any queries.

Education

MBA - Finance

WELINGKAR INSTITUE OF MANAGEMENT
MUMBAI
01-2025

TYBMS - Finance

K.E.S SHROFF COLLEGE
01-2022

HSC -

K.E.S SHROFF COLLEGE
01-2019

SSC -

SVPVV (Maharashtra Board)
01-2017

Skills

  • Credit underwriting
  • Financial analysis
  • Customer service
  • Relationship management
  • Fraud detection
  • Problem solving

Certification

  • ANTI MONEY LAUNDERING,KNOW YOUR CUSTOMER AND PAYMENT BANK (2019-20)
  • PERSONAL FINANCE(2020-21)
  • PROJECT MANAGEMET (2021-22)
  • COMMODITIES (2022-23)
  • CURRENCIES (2022-23)

Languages

English
First Language
Hindi
Advanced (C1)
C1
Marathi
Advanced (C1)
C1

Timeline

HUB CREDIT RELATIONSHIP MANAGER

HDB FINANCIAL SERVICES LTD
07.2024 - Current

SR ASSOCIATE

ICICI BANK LTD
12.2022 - 07.2024

Officer

RBL BANK LTD
06.2022 - 12.2022

MBA - Finance

WELINGKAR INSTITUE OF MANAGEMENT

TYBMS - Finance

K.E.S SHROFF COLLEGE

HSC -

K.E.S SHROFF COLLEGE

SSC -

SVPVV (Maharashtra Board)

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